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Morningstar

Invesco Active Allocation Y OAAYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.89  /  1.10 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.62%
  • Turnover 16%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis OAAYX

Will OAAYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OAAYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the OAAYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of OAAYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy continues to search for its footing.

Analyst

Summary

| by Vedran Beogradlija

A reasonable set of portfolio managers and sufficient resources support Invesco Active Allocation, but recent changes to the process have not yet generated a discernable edge in positioning relative to peers. The strategy continues to earn a Morningstar Analyst Rating of Neutral across all share classes.

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